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Zscaler
ZS

659 hedge funds and large institutions have $20.5B invested in Zscaler in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 228 increasing their positions, 218 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 68

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

28% more capital invested

Capital invested by funds: $16B → $20.5B (+$4.53B)

10% more funds holding

Funds holding: 598 → 659 (+61)

1.61% more ownership

Funds ownership: 44.05% → 45.66% (+1.6%)

9% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.46B

5% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 218

Holders
659
Holders Change
+61
Holders Change %
+10.2%
% of All Funds
10.14%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.26%
New
135
Increased
228
Reduced
218
Closed
68
Calls
$3.76B
Puts
$3.46B
Net Calls
+$301M
Net Calls Change
+$1.37B

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$545M
2
Morgan Stanley
Morgan Stanley
New York
+$409M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$197M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$155M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$115M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$235M
2
Millennium Management
Millennium Management
New York
-$77.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$68.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$61.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
626
Tilia Fiduciary Partners
North Carolina
$9K +$8.82K +28 New
BWA
627
BDO Wealth Advisors
Florida
$8K -$7.87K -25 -50%
EFS
628
Econ Financial Services
Pennsylvania
$8K +$7.56K +24 New
WAC
629
William Allan Corp
Colorado
$8K +$7.87K +25 New
SFO
630
Standard Family Office
South Dakota
$7K +$7.24K +23 New
HFS
631
HBC Financial Services
Washington
$5K – – –
BIA
632
Bell Investment Advisors
California
$5K +$315 +1 +7%
KTC
633
Kistler-Tiffany Companies
Pennsylvania
$5K +$315 +1 +7%
ZB
634
Zions Bancorporation
Utah
$5K +$3.15K +10 +167%
MS
635
Mizuho Securities
Japan
$5K +$5.35K +17 New
EBA
636
Eagle Bay Advisors
New York
$4K -$3.78K -12 -50%
LFG
637
Larson Financial Group
Missouri
$4K – – –
BHWM
638
Beaird Harris Wealth Management
Texas
$4K +$3.78K +12 New
PCMC
639
Paragon Capital Management (Colorado)
Colorado
$4K +$3.78K +12 New
GI
640
Gradient Investments
Minnesota
$4K +$4.09K +13 New
TWC
641
TD Waterhouse Canada
Ontario, Canada
$3.38K +$3.78K +12 New
LPWM
642
Lake Point Wealth Management
Texas
$3K – – –
MTIC
643
Missouri Trust & Investment Company
Missouri
$3K +$3.15K +10 New
HVM
644
Harvest Volatility Management
Connecticut
$2.73K +$2.67M +8,479 New
DSC
645
Duncker Streett & Co
Missouri
$2K – – –
NOI
646
Newton One Investments
Delaware
$2K – – –
SWM
647
Sugarloaf Wealth Management
Georgia
$2K – – –
SC
648
Schubert & Co
Texas
$2K +$1.57K +5 New
CWA
649
Clearview Wealth Advisors
Oregon
$2K +$2.2K +7 New
HNWA
650
Henrickson Nauta Wealth Advisors
Michigan
$2K +$2.52K +8 New
24 25
26
27 28

ZS Hedge Fund Activity: Q4 2021 in Review

659 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q4 2021, worth a combined $20.5B — up 28% from $16B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new ZS positions and 68 closed out — a net gain of 67 holders — while 228 added to existing stakes and 218 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $545M. The largest seller was Allianz Asset Management, cutting an estimated $235M.

  • 659 institutional investors held Zscaler (ZS) as of Q4 2021, up from 598 in Q3 2021.
  • Funds reported $20.5B of Zscaler stock for Q4 2021, up 28% quarter-over-quarter.
  • 135 funds opened new Zscaler positions in Q4 2021 and 68 closed out, a net change of +67 holders.
  • The largest Zscaler buyer in Q4 2021 was Goldman Sachs, an estimated $545M added.
  • The largest Zscaler seller in Q4 2021 was Allianz Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2021.